Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Shehzad D. Khan

Financial Advisor

Managing Director
Learn more about Shehzad D. Khan Visit Shehzad D. Khan's website

Russell Rosin

Financial Advisor

Associate Vice President
Learn more about Russell Rosin Visit Russell Rosin's website


Our team

Norma Fowler

Norma Fowler

Client Service Associate

Chantel Cobbs

Chantel Cobbs

Client Service Associate

Claudia Cardona

Claudia Cardona

Registered Operations Leader